JGQIX
Price
$18.87
Change
-$0.17 (-0.89%)
Updated
Jan 14 closing price
Net Assets
78.95M
RWIBX
Price
$72.83
Change
-$0.18 (-0.25%)
Updated
Jan 14 closing price
Net Assets
142.37B
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JGQIX vs RWIBX

Header iconJGQIX vs RWIBX Comparison
Open Charts JGQIX vs RWIBXBanner chart's image
Jensen Global Quality Growth I
Price$18.87
Change-$0.17 (-0.89%)
VolumeN/A
Net Assets78.95M
American Funds Capital World Gr&Inc R2
Price$72.83
Change-$0.18 (-0.25%)
VolumeN/A
Net Assets142.37B
JGQIX vs RWIBX Comparison Chart in %
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JGQIX vs. RWIBX commentary
Jan 15, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGQIX is a Hold and RWIBX is a Hold.

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FUNDAMENTALS
Fundamentals
RWIBX has more cash in the bank: 142B vs. JGQIX (79M). RWIBX pays higher dividends than JGQIX: RWIBX (0.86) vs JGQIX (0.12). JGQIX was incepted earlier than RWIBX: JGQIX (6 years) vs RWIBX (24 years). RWIBX (1.51) is less costly to investors than JGQIX (1.24). RWIBX is a more actively managed with annual turnover of: 27.00 vs. JGQIX (22.56). RWIBX has a lower initial minimum investment than JGQIX: RWIBX (250) vs JGQIX (250000). RWIBX annual gain was more profitable for investors over the last year : 18.57 vs. JGQIX (13.34). JGQIX return over 5 years is better than : 49.61 vs. RWIBX (26.12).
JGQIXRWIBXJGQIX / RWIBX
Total Expense Ratio1.021.5168%
Annual Report Gross Expense Ratio1.241.5182%
Fund Existence6 years24 years-
Gain YTD2.3113.94459%
Front LoadN/AN/A-
Min. Initial Investment250000250100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets79M142B0%
Annual Yield % from dividends0.120.8613%
Returns for 1 year13.3418.5772%
Returns for 3 years38.8140.3696%
Returns for 5 years49.6126.12190%
Returns for 10 yearsN/A93.13-
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